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Independent Wealth Network Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Independent Wealth Network Inc.
报告期 2026-03-31 · CIK 0001891240
持仓数
301
前50大市值合计
$193.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 25
增持 84
减持 31
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$3.6M
8
清仓
VO
VANGUARD INDEX FDS
-$2.2M
0
-100%
减持
QQQ
INVESCO QQQ TR
-$2.0M
2,690
-66%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
MSFT
MICROSOFT CORP
+$1.8M
11,167
+89%
增持
CSCO
CISCO SYS INC
+$1.7M
37,652
+202%
减持
IVW
ISHARES TR
-$1.1M
4,118
-77%
减持
SPYG
SPDR SER TR
-$1.1M
94,540
-16%
增持
AAPL
APPLE INC
+$865.0K
20,296
+12%
增持
XLRE
SELECT SECTOR SPDR TR
+$837.0K
55,360
+33%
建仓
—
WELLS FARGO CO NEW
+$745.0K
500
建仓
GOVI
INVESCO EXCH TRADED FD TR II
+$695.0K
19,005
减持
PGX
INVESCO EXCH TRADED FD TR II
-$631.0K
13,948
-75%
建仓
IEF
ISHARES TR
+$559.0K
4,860
建仓
IRT
INDEPENDENCE RLTY TR INC
+$467.0K
18,067
减持
FPXI
FIRST TR EXCHANGE TRADED FD
-$419.0K
4,792
-54%
建仓
PBP
INVESCO EXCHANGE TRADED FD T
+$403.0K
17,430
增持
CASY
CASEYS GEN STORES INC
+$390.0K
3,193
+165%
清仓
MTUM
ISHARES TR
-$385.0K
0
-100%
建仓
EFV
ISHARES TR
+$297.0K
5,895
清仓
—
NORWEGIAN CRUISE LINE HLDG L
-$263.0K
0
-100%
增持
IVV
ISHARES TR
+$260.0K
1,940
+36%
增持
SECT
NORTHERN LTS FD TR IV
+$256.0K
25,590
+27%
清仓
LDUR
PIMCO ETF TR
-$252.0K
0
-100%
增持
TIP
ISHARES TR
+$247.0K
5,657
+50%
建仓
XEFRX
EATON VANCE SR FLTNG RTE TR
+$246.0K
16,634
建仓
XLE
SELECT SECTOR SPDR TR
+$241.0K
4,335
清仓
—
VIACOMCBS INC
-$235.0K
0
-100%
减持
SPSB
SPDR SER TR
-$233.0K
8,425
-47%
建仓
IDV
ISHARES TR
+$222.0K
7,126
增持
SPYD
SPDR SER TR
+$222.0K
52,445
+9%
建仓
ATO
ATMOS ENERGY CORP
+$221.0K
2,105
建仓
KO
COCA COLA CO
+$218.0K
3,684
清仓
TGT
TARGET CORP
-$216.0K
0
-100%
建仓
IYW
ISHARES TR
+$215.0K
1,873
清仓
MS
MORGAN STANLEY
-$213.0K
0
-100%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$213.0K
0
-100%
建仓
—
STERIS PLC
+$210.0K
861
清仓
AMLP
ALPS ETF TR
-$210.0K
0
-100%
建仓
TSCO
TRACTOR SUPPLY CO
+$210.0K
879
建仓
QCOM
QUALCOMM INC
+$209.0K
1,145
建仓
RSPM
INVESCO EXCHANGE TRADED FD T
+$208.0K
1,154
建仓
ROM
PROSHARES TR
+$207.0K
1,622
建仓
AFL
AFLAC INC
+$206.0K
3,531
清仓
WFC
WELLS FARGO CO NEW
-$205.0K
0
-100%
建仓
—
ACTIVISION BLIZZARD INC
+$203.0K
3,054
建仓
LGLV
SPDR SER TR
+$203.0K
1,344
增持
SPYM
SPDR SER TR
+$202.0K
80,721
+3%
建仓
PM
PHILIP MORRIS INTL INC
+$201.0K
2,118
建仓
SCHM
SCHWAB STRATEGIC TR
+$201.0K
2,496
建仓
NEAR
ISHARES U S ETF TR
+$201.0K
4,032
减持
HYG
ISHARES TR
-$176.0K
25,543
-7%
增持
SPY
SPDR S&P 500 ETF TR
+$168.0K
6,214
+2%
减持
JPST
J P MORGAN EXCHANGE-TRADED F
-$165.0K
26,285
-11%
增持
ARKK
ARK ETF TR
-$156.0K
6,503
+5%
建仓
LUMN
LUMEN TECHNOLOGIES INC
+$152.0K
12,102
增持
SPYV
SPDR SER TR
+$152.0K
117,547
+2%
减持
LQD
ISHARES TR
-$151.0K
3,444
-25%
增持
USRT
ISHARES TR
+$148.0K
32,692
+2%
增持
ILTB
ISHARES TR
+$141.0K
52,920
+4%
增持
SPAB
SPDR SER TR
+$136.0K
158,847
+3%
增持
VOO
VANGUARD INDEX FDS
+$134.0K
4,160
+6%
增持
HD
HOME DEPOT INC
+$124.0K
2,455
+1%
增持
CVX
CHEVRON CORP NEW
+$123.0K
23,611
+1%
增持
V
VISA INC
+$121.0K
3,952
+9%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$112.0K
23,515
+13%
增持
CAT
CATERPILLAR INC
+$110.0K
26,213
+0%
减持
ET
ENERGY TRANSFER L P
-$107.0K
56,602
-4%
减持
ICVT
ISHARES TR
-$101.0K
3,642
-12%
减持
ROSC
LATTICE STRATEGIES TR
-$96.0K
16,125
-11%
减持
COST
COSTCO WHSL CORP NEW
-$93.0K
575
-48%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$93.0K
13,144
+4%
增持
ESGU
ISHARES TR
+$91.0K
6,281
+14%
增持
—
DRAFTKINGS INC
-$89.0K
7,400
+19%
增持
TLT
ISHARES TR
+$84.0K
14,445
+2%
增持
DVY
ISHARES TR
+$83.0K
7,883
+7%
减持
T
AT&T INC
-$82.0K
28,995
-8%
增持
FLOT
ISHARES TR
+$81.0K
8,982
+22%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$81.0K
3,183
+4%
减持
SHW
SHERWIN WILLIAMS CO
+$77.0K
1,656
-0%
增持
DFUS
DIMENSIONAL ETF TRUST
+$76.0K
29,336
+4%
增持
NVDA
NVIDIA CORPORATION
+$74.0K
1,195
+15%
增持
BND
VANGUARD BD INDEX FDS
+$73.0K
34,519
+3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$70.0K
5,988
+4%
减持
DIS
DISNEY WALT CO
-$70.0K
2,849
-5%
增持
KYN
KAYNE ANDERSON ENERGY INFRST
+$69.0K
33,253
+50%
增持
JNJ
JOHNSON & JOHNSON
+$69.0K
4,640
+6%
增持
SLV
ISHARES SILVER TR
+$63.0K
57,765
+7%
增持
HSY
HERSHEY CO
+$62.0K
3,186
+2%
减持
PFE
PFIZER INC
+$60.0K
7,792
-13%
增持
VNQ
VANGUARD INDEX FDS
+$54.0K
8,398
+1%
增持
ACWI
ISHARES TR
+$53.0K
34,321
+2%
增持
SCHA
SCHWAB STRATEGIC TR
+$51.0K
3,676
+23%
增持
EFG
ISHARES TR
+$51.0K
2,574
+25%
增持
JPUS
J P MORGAN EXCHANGE-TRADED F
+$50.0K
13,682
+1%
增持
YYY
AMPLIFY ETF TR
+$49.0K
68,824
+7%
增持
MAC
MACERICH CO
-$49.0K
11,721
+1%
增持
—
ACCENTURE PLC IRELAND
+$46.0K
840
+1%
增持
CLX
CLOROX CO DEL
+$44.0K
3,363
+3%
增持
SCHG
SCHWAB STRATEGIC TR
+$42.0K
2,723
+10%
减持
FTEC
FIDELITY COVINGTON TRUST
-$42.0K
1,980
-17%
减持
TSLA
TESLA INC
-$42.0K
239
-2%
增持
NEE
NEXTERA ENERGY INC
+$41.0K
4,971
+0%
增持
KR
KROGER CO
+$41.0K
13,765
+2%
减持
IAU
ISHARES GOLD TR
-$41.0K
7,360
-16%
增持
—
PHUNWARE INC
-$41.0K
30,743
+10%
增持
ITOT
ISHARES TR
+$40.0K
16,036
+2%
增持
MRK
MERCK & CO INC
-$40.0K
3,457
+1%
减持
SHY
ISHARES TR
-$39.0K
2,655
-14%
减持
MSI
MOTOROLA SOLUTIONS INC
+$38.0K
2,055
-0%
增持
UNH
UNITEDHEALTH GROUP INC
+$38.0K
633
+3%
增持
AMT
AMERICAN TOWER CORP NEW
+$37.0K
954
+13%
减持
MA
MASTERCARD INCORPORATED
+$36.0K
889
-4%
增持
IBB
ISHARES TR
-$34.0K
3,643
+2%
减持
MO
ALTRIA GROUP INC
+$33.0K
14,014
-0%
增持
FTA
FIRST TR LRG CP VL ALPHADEX
+$33.0K
8,355
+4%
增持
META
META PLATFORMS INC
+$33.0K
3,102
+2%
增持
PYPL
PAYPAL HLDGS INC
-$31.0K
2,859
+10%
减持
IYR
ISHARES TR
-$31.0K
2,346
-14%
增持
AGGY
WISDOMTREE TR
+$31.0K
14,588
+5%
增持
LOW
LOWES COS INC
+$30.0K
1,081
+2%
增持
ABT
ABBOTT LABS
+$30.0K
2,432
+0%
增持
GLOF
ISHARES TR
+$29.0K
14,396
+4%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$28.0K
10,755
+4%
增持
—
ETF MANAGERS TR
-$27.0K
9,199
+3%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$27.0K
1,109
+2%
增持
GLD
SPDR GOLD TR
+$26.0K
5,039
+0%
减持
AAXJ
ISHARES TR
-$26.0K
6,218
-1%
增持
VBK
VANGUARD INDEX FDS
-$25.0K
1,610
+2%
增持
JEPI
J P MORGAN EXCHANGE-TRADED F
+$25.0K
5,870
+5%
减持
XLK
SELECT SECTOR SPDR TR
-$24.0K
7,062
-8%
增持
VAW
VANGUARD WORLD FDS
+$24.0K
1,372
+6%
增持
VGT
VANGUARD WORLD FDS
+$23.0K
863
+2%
减持
FPE
FIRST TR EXCH TRADED FD III
-$23.0K
74,778
-1%
增持
FYC
FIRST TR EXCHANGE-TRADED ALP
-$22.0K
5,500
+0%
增持
VHT
VANGUARD WORLD FDS
+$22.0K
1,110
+6%
减持
EWA
ISHARES INC
-$22.0K
14,359
-0%
增持
CEF
SPROTT PHYSICAL GOLD & SILVE
+$22.0K
21,189
+6%
增持
ABR
ARBOR REALTY TRUST INC
-$22.0K
18,250
+1%
减持
UHT
UNIVERSAL HEALTH RLTY INCOME
-$21.0K
5,365
-7%
增持
NOBL
PROSHARES TR
+$21.0K
3,537
+3%
增持
RPV
INVESCO EXCHANGE TRADED FD T
+$20.0K
9,164
+4%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$19.0K
492
+26%
增持
VTI
VANGUARD INDEX FDS
+$19.0K
3,265
+2%
增持
MCD
MCDONALDS CORP
+$19.0K
901
+1%
增持
CME
CME GROUP INC
+$18.0K
2,008
+0%
增持
TFI
SPDR SER TR
+$18.0K
19,302
+1%
减持
FEX
FIRST TR LRGE CP CORE ALPHA
-$16.0K
4,667
-4%
增持
IWY
ISHARES TR
+$16.0K
2,258
+2%
增持
SPGI
S&P GLOBAL INC
+$16.0K
556
+3%
增持
CNRG
SPDR SER TR
+$16.0K
3,212
+30%
